Disciplinary

How To Setup A Disciplinary Action Type

1. Personax HR Lite >> Homepage

2. Personax HR Lite >> Disciplinary

3. Personax HR Lite >> Disciplinary >> Action Type

Step	Action
	The ‘Action Type’ page opens
(1)	To setup a disciplinary action type, click on the button

4. Personax HR Lite >> Disciplinary >> Add Action Type>> Name

Step	Action
	The ‘Add Action Type’ modal opens
(1)	Enter name of the disciplinary action type
	This field is required *

5. Personax HR Lite >> Disciplinary >> Add Action Type >> Description

6. Personax HR Lite >> Disciplinary >> Add Action Type>> Status

Step	Action
(1)	You may click on the button to change status of the disciplinary action type to inactive
	- An active status means the action type can be used in transactions on other pages - An inactive status means the action type cannot be used in transactions on other pages

7. Personax HR Lite >> Disciplinary >> Add Action Type >> Save

Step	Action
	You may click on the button to clear all details entered
(1)	Click on the button to save the details of the action type

8. Personax HR Lite >> Disciplinary >> Add Action Type >> Notification

9. Personax HR Lite >> Disciplinary >> Action Type >> Search

Step	Action
(1)	To edit an action type, enter the action type name in the search box and click on the icon to search

10. Personax HR Lite >> Disciplinary >> Action Type >> Edit Icon

Step	Action
	The search result details display in the grid
	The Action column consists of the Delete and Edit action icons

11. Personax HR Lite >> Disciplinary >> Action Type >> Search

Step	Action
	You may click on the delete icon to delete the action type
(1)	Click on the edit icon to edit the details of the action type

12. Personax HR Lite >> Disciplinary >> Edit Action Type >> Edit

13. Personax HR Lite >> Disciplinary >> Edit Action Type>> Update

Step	Action
	You may click on the button to revert changes made
(1)	Click on the update button to save the changes made

14. Personax HR Lite >> Disciplinary >> Edit Action Type >> Notification

Disciplinary

How To Setup An Offence

1. Personax HR Lite >> Homepage

2. Personax HR Lite >> Disciplinary

3. Personax HR Lite >> Disciplinary >> Offence

Step	Action
	The ‘Offence’ page opens
(1)	To setup an offence, click on the button

4. Personax HR Lite >> Disciplinary >> Add Offence >> Name

Step	Action
	The ‘Add Offence’ modal opens
(1)	Enter name of the offence
	This field is required *

5. Personax HR Lite >> Disciplinary >> Add Offence >> Description

6. Personax HR Lite >> Disciplinary >> Add Offence >> Status

Step	Action
(1)	You may click on the button to change status of the offence to inactive
	- An active status means the offence can be used in transactions on other pages - An inactive status means the offence cannot be used in transactions on other pages

7. Personax HR Lite >> Disciplinary >> Add Offence >> Save

Step	Action
	You may click on the button to clear all details entered
(1)	Click on the button to save details of the newly added offence

8. Personax HR Lite >> Disciplinary >> Add Offence >> Notification

9. Personax HR Lite >> Disciplinary >> Offence >> Search

Step	Action
(1)	To edit an offence setup, enter the offence name in the search box and click on the icon to search

10. Personax HR Lite >> Disciplinary >> Offence >> Search Result

Step	Action
	The search result details display in the grid
	The Action column consists of the Delete and Edit action icons

11. Personax HR Lite >> Disciplinary >> Offence >> Edit Icon

Step	Action
	You may click on the delete icon to delete the offence
(1)	Click on the edit icon to edit the details of the offence

12. Personax HR Lite >> Disciplinary >> Edit Offence >> Edit

13. Personax HR Lite >> Disciplinary >> Edit Offence >> Update

Step	Action
	You may click on the button to revert changes made
(1)	Click on the update button to save the changes made

14. Personax HR Lite >> Disciplinary >> Edit Offence >> Notification

Disciplinary

How To Record An Employee Disciplinary Action

1. Personax HR Lite – HR >> Homepage

2. Personax HR Lite >> Qualification & Skills

3. Personax HR Lite >> Disciplinary >> Actions >> Search

Step	Action
	The Disciplinary Actions page opens
(1)	To record a disciplinary action for an employee, enter the employee's name or ID in the search box
(2)	Click on the icon to search

4. Personax HR Lite >> Relationships >> Add Relation Setup >> Name

Step	Action
	The employee's name and any previous disciplinary action record display in the grid
(1)	Click on the button to add a disciplinary action for the employee

5. Personax HR Lite >> Disciplinary >> Add Disciplinary Actions >> Details

Step	Action
	The 'Add Disciplinary Action' modal opens
(1)	Provide the following details of the disciplinary action: Offence Incident Date Action Date Action Taken By Whom Notes
	All mandatory fields are marked with an asterisk *

6. Personax HR Lite >> Disciplinary >> Add Disciplinary Actions >> Save

Step	Action
	You may click on the button to clear all details entered
(1)	Click on the button to save the disciplinary action details

7. Personax HR Lite >> Disciplinary >> Add Disciplinary Actions >> Notification

8. Personax HR Lite >> Disciplinary>> Add Disciplinary Actions >> Delete

Step	Action
(1)	You may click on the delete icon to delete the disciplinary action record

Employee Attendance

How To Setup Leave Days

1. Personax HR Lite>> Homepage

2. Personax HR Lite >> Employee Attendance

3. Personax HR Lite >> Employee Attendance >> Leave Days Setup

Step	Action
	The ‘Leave Days Setup' page opens
(1)	‘All Employees’ is checked by default to indicate that the leave days setup applies for all employees
	Click here to view how to setup leave days for specific employee groups
	Click here to continue steps

4. Personax HR Lite >> Employee Attendance >> Leave Days Setup >> Employee Group

Step	Action
(1)	To setup leave days for specific employee groups, uncheck the ‘All Employees’ box
	The employee group fields are enabled for selection

5. Personax HR Lite >> Employee Attendance >> Leave Days Setup >> Employee Group Range

Step	Action
	Provide the range for the employee groups (one or more) that you want to setup leave days for
(1)	Example: To setup leave days using the Employee ID group, enter the ID range (eg. from hcm001 to hcm005)

6. Personax HR Lite >> Employee Attendance >> Leave Days Setup >> Annual

Step	Action
(1)	Enter the Annual leave days to be assigned to employees
	This field is required *

7. Personax HR Lite >> Employee Attendance >> Leave Days Setup >> Others

Step	Action
	Enter leave days to be assigned to employees for Maternity, Sick and Other leave types if applicable

8. Personax HR Lite >> Employee Attendance >> Leave Days Setup >> Save

Step	Action
	You may click on the button to clear all details entered
(1)	Click on the button to save the leave days setup

9. Personax HR Lite >> Employee Attendance >> Leave Days Setup >> Notification

Employee Attendance

How To Setup A Leave Reason

1. Personax HR Lite >> Homepage

2. Personax HR Lite >> Employee Attendance

3. Personax HR Lite >> Employee Attendance >> Leave Reason

Step	Action
	The 'Leave Reason' page opens
(1)	To setup a leave reason, click on the button

4. Personax HR Lite >> Employee Attendance >> Add Leave Reason >> Name

Step	Action
	The 'Add Leave Reason' modal opens
(1)	Enter name for the leave reason
	This field is required *

5. Personax HR Lite >> Employee Attendance>> Add Leave Reason >> Description

6. Personax HR Lite >> Employee Attendance >> Add Leave Reason >> Status

Step	Action
(1)	You may click on the  button to change status of the leave reason setup to inactive
	- An active status means the leave reason can be used in transactions on other pages - An inactive status means the leave reason cannot be used in transactions on other pages

7. Personax HR Lite >> Employee Attendance >> Add Leave Reason >> Save

Step	Action
	You may click on the button to clear all details entered
(1)	Click on the button to save details of the newly added leave reason setup

8. Personax HR Lite >> Employee Attendance >> Add Leave Reason >> Notification

9. Personax HR Lite >> Employee Attendance >> Leave Reason >> Search

10. Personax HR Lite >> Employee Attendance >> Leave Reason >> Search Result

Step	Action
	The search result details display in the grid
	The Action column consists of the Edit  and Delete   action icons

11. Personax HR Lite >> Employee Attendance >> Leave Reason >> Edit Icon

Step	Action
	You may click on the delete icon  to delete the leave reason
(1)	Click on the edit icon  to modify the leave reason details

12. Personax HR Lite >> Employee Attendance >> Edit Leave Reason >> Edit

13. Personax HR Lite >> Employee Attendance >> Leave Reason >> Update

Step	Action
	You may click on the  button to revert changes made
(1)	Click on the  button to save the changes made

14. Personax HR Lite >> Employee Attendance >> Leave Reason >> Update

Employee Attendance

How To Record An Employee Leave Application

1. Personax HR Lite >> Homepage

2. Personax HR Lite >> Employee Attendance

3. Personax HR Lite >> Employee Attendance >> Leave Transaction >> Employee ID

Step	Action
	The 'Leave Transaction' page opens
(1)	To record a leave for an employee, search for employee by name or ID
	This field is required *

4. Personax HR Lite >> Employee Attendance >> Leave Transaction >> Leave Type

Step	Action
	The employee’s name displays in the ‘Employee Name’ field
(1)	Select a leave type from the dropdown options
	This field is required *

5. Personax HR Lite >> Employee Attendance >> Leave Transaction >> Leave Reason

Step	Action
	The number of leave days left for the selected leave type displays in the ‘Leave Balance’ field
(1)	Select the reason for the leave application
	This field is required *

6. Personax HR Lite >> Employee Attendance >> Leave Transaction >> Leave Start Date

Step	Action
(1)	Select the leave start date from the pop-up calendar
	This field is required *

7. Personax HR Lite >> Employee Attendance >> Leave Transaction >> Days Requested

Step	Action
(1)	Enter the number of days being requested for
	This field is required *

8. Personax HR Lite >> Employee Attendance >> Leave Transaction >> Leave Pay Status

Step	Action
(1)	The leave end date calculates and displays based on the number of days requested for
	The leave end date calculation excludes weekends and holidays
(2)	You may click on the button to change the leave pay status to ‘Unpaid’

9. Personax HR Lite >> Employee Attendance >> Leave Transaction >> Approver

Step	Action
(1)	Enter the leave approver's name
	This field is required *

10. Personax HR Lite >> Employee Attendance >> Leave Transaction >> Remarks

11. Personax HR Lite >> Employee Attendance >> Leave Reason >> Edit Icon

Step	Action
	You may click on the   button to clear all details entered
(1)	Click on the   button to save the employee's leave application details

12. Personax HR Lite >> Employee Attendance >> Leave Transaction >> Notification

Employee Info

How To Record An Employee’s Details

1. Personax HR Lite >> Homepage

2. Personax HR Lite >> Employee Info

3. Personax HR Lite >> Employee Info >> Employee

Step	Action
	The ‘Employee’ page opens
(1)	To setup the details of an employee, click on the   button

4. Personax HR Lite >> Employee Info >> Employee Details

5. Personax HR Lite >> Employee Info >> Employee Details >> Personal Details

Step	Action
(1)	Provide the following personal details of the employee Title First name Last name Other names Nationality Gender Date of Birth Email Marital Status Upload employee photo Upload Employee CV Phone Digital Address Address
	All required fields are marked with an asterisk *

6. Personax HR Lite >> Employee Info >> Employee Details >> Personal Details

Step	Action
	The employee’s age cannot be below the minimum legal working age for the country. Dates of birth below the legal working age have been greyed out and cannot be selected
(1)	The age of the employee automatically displays after entering the date of birth
(2)	A face must be detected in the uploaded employee photo
(3)	You may click on the  button to change employee's status to Inactive

7. Personax HR Lite >> Employee Info >> Employee Details >> Next

Step	Action
	You may click on the  button to clear all details entered
(1)	Click on the  button to move to the next tab

8. Personax HCM Customer Admin >> General Settings >> Employee Details >> Organisational Details

Step	Action
(1)	Provide the following personal details of the employee Employee ID Hire Date Employee Type Position Location Division Department Section Unit TIN Grade (salary info) Type (salary info) Rate (salary info)
	i. Fields marked with an asterisk * are required ii. You may click on the   button to move to the previous tab

9. Personax HR Lite >> Employee Info >> Organizational Details >> Salary Rate

Step	Action
(1)	The salary rate entered must fall within the set minimum and maximum amount for the selected salary grade & type
	You may click on the  button to clear all details entered

10. Personax HR Lite >> Employee Info >> Employee Details >> Payment Method

Step	Action
	Select the payment method that applies to the employee by checking a box
	if Cash is selected, click here to continue steps if Bank is selected, click here to continue steps if Mobile Money is selected, click here to continue steps

11. Personax HR Lite >> Employee Info >> Employee Details >> Payment Method >> Bank

Step	Action
	If Bank is selected, provide the following bank details of the employee Bank name Branch Account number
	Click here to continue steps

12. Personax HR Lite >> Employee Info >> Employee Details >> Payment Method >> Mobile Money

Step	Action
	If Mobile Money is selected, provide the following mobile money details of the employee Mobile money provider Mobile money number
	Click here to continue steps

13. Personax HR Lite >> Employee Info >> Employee Details >> Save

Step	Action
(1)	Click on the button to save the employee details

14. Personax HR Lite >> Employee Info >> Employee Details >> Notification

15. PersonaX HR Lite >> Employee Info >> Edit Employee Details >> Search

16. PersonaX HR Lite >> Employee Info >> Edit Employee Details >> Search Icon

Step	Action
(1)	Click on the icon to search for the employee

17. PersonaX HR Lite >> Employee Info >> Edit Employee Details >> Search Results

Step	Action
	The search result details display in the grid
	You may click on the delete icon  to delete an employee’s details
(1)	Click on the edit icon  to edit an employee’s details

18. PersonaX HR Lite >> Employee Info >> Edit Employee Details >> Edit

19. PersonaX HR Lite >> Employee Info >> Edit Employee Details >> Update

Step	Action
	You may click on the  button to revert changes made
(1)	Click on the   button to save the changes made

20. PersonaX HR Lite >> Employee Info >> Edit Employee Details >> Notification

Employee Info

How To Transfer An Employee

1. Personax HR Lite >> Homepage

2. Personax HR Lite >> Employee Info

3. Personax HR Lite >> Employee Info >> Search Employee

Step	Action
	The ‘Employee Transfer’ page opens
(1)	To access an employee’s current organizational details, enter the employee name or ID in the search box
(2)	Click on the icon to search

4. Personax HR Lite >> Employee Info >> Employee Transfer

5. Personax HR Lite >> Employee Info >> Employee Transfer >> Transfer

6. Personax HR Lite >> Employee Info >> Employee Transfer >> Authorizer

Step	Action
(1)	Provide the transfer authorizer’s name
	This field is required *

7. Personax HR Lite >> Employee Info >> Employee Transfer >> Reason

Step	Action
(1)	State the reason for the transfer
	This field is required *

8. Personax HR Lite >> Employee Info >> Employee Transfer >> Save

Step	Action
(1)	You may click on the button to revert the changes made
(2)	Click on the button to save the transfer details
	The ‘Save’ button is only enabled after at least one transfer change has been made and all required fields entered

9. Personax HR Lite >> Employee Info >> Employee Transfer >> Notification

Health & Safety

How To Setup An Accident

1. PersonaX HR Lite >> Homepage

2. PersonaX HR Lite >> Health & Safety

3. PersonaX HR Lite >> Health & Safety >> Add Accident

Step	Action
	The ‘Accident’ page opens
(1)	To setup an accident, click on the button

4. PersonaX HR Lite >> Health & Safety >> Add Accident >> Name

Step	Action
	The ‘Add Accident’ modal opens
(1)	Enter name of the new accident
	This field is required *

5. PersonaX HR Lite >> Health & Safety >> Add Accident >> Description

6. PersonaX HR Lite >> Health & Safety >> Add Accident >> Status

Step	Action
(1)	You may click on the  button to change status of the accident to inactive
	- An active status means the accident can be used in transactions on other pages - An inactive status means the accident cannot be used in transactions on other pages

7. PersonaX HR Lite >> Health & Safety >> Add Accident >> Save

Step	Action
	You may click on the  button to clear all details entered
(1)	Click on the   button to save details of the newly added accident

8. PersonaX HR Lite >> Health & Safety >> Add Accident >> Notification

9. PersonaX HR Lite >> Health & Safety >> Accident >> Search

10. PersonaX HR Lite >> Health & Safety >> Accident >> Search Icon

Step	Action
(1)	Click on the icon to search

11. PersonaX HR Lite >> Health & Safety >> Accident >> Search Result

Step	Action
	The search result details display in the grid
	The Action column consists of the delete and the Edit actions icons

12. PersonaX HR Lite >> Health & Safety >> Accident >> Edit Icon

Step	Action
(1)	Click on the edit icon to edit the accident
	You may click on the delete icon to delete the accident

13. PersonaX HR Lite >> Health & Safety >> Edit Accident

14. PersonaX HR Lite >> Health & Safety >> Edit Accident >> Update

Step	Action
(1)	You may click on the button to revert changes made
(2)	click on the button to save the changes made

15. PersonaX HR Lite >> Health & Safety >> Edit Accident >> Notification

Health & Safety

How To Setup An Ailment

1. Personax HR Lite >> Homepage

2. Personax HR Lite >> Health & Safety

3. Personax HR Lite >> Health & Safety >> Ailment

Step	Action
	The ‘Ailment’ page opens
(1)	To setup an ailment, click on the  button

4. Personax HR Lite >> Health & Safety >> Add Ailment

Step	Action
	The ‘Add Ailment’ modal opens
(1)	Enter name of ailment
	This field is required *

5. Personax HR Lite >> Health & Safety >> Add Ailment

6. Personax HR Lite >> Health & Safety >> Add Ailment

Step	Action
(1)	You may click on the  button to change status of the ailment to inactive
	- An active status means the ailment can be used in transactions on other pages - An inactive status means the ailment cannot be used in transactions on other pages

7. Personax HR Lite >> Health & Safety >> Add Ailment

Step	Action
	You may click on the  button to clear all details entered
(1)	Click on the   button to save details of the newly added ailment

8. Personax HR Lite >> Health & Safety >> Ailment

9. Personax HR Lite >> Health & Safety >> Ailment

Step	Action
(1)	To edit an ailment, enter name in the search box
(2)	Click on the  icon to search

10. Personax HR Lite >> Health & Safety >> Ailment

Step	Action
(1)	The search result details display in the grid
	The Action column consists of the Edit  and Delete   action icons

11. Personax HR Lite >> Health & Safety >> Ailment

Step	Action
(1)	Click on the edit icon  to edit the aliment
	You may click on the delete icon  to delete ailment

12. Personax HR Lite >> Health & Safety >> Edit Ailment

13. Personax HR Lite >> Health & Safety >> Edit Ailment

Step	Action
	You may click on the  button to revert changes made
(1)	Click on the  button to save the changes made

14. Personax HR Lite >> Health & Safety >> Ailment

Health & Safety

How To Setup Health Care Provider

1. Personax HR Lite >> Homepage

2. Personax HR Lite >> Health & Safety

3. Personax HR Lite >> Health & Safety >> Add Health Care Provider

Step	Action
	The ‘Health Care Provider’ page opens
(1)	To setup a new health care provider, click on the  button

4. Personax HR Lite >> Health & Safety >> Add Health Care Provider >> Provider

Step	Action
	The 'Add Health Care Provider' modal opens
(1)	Enter name of health care provider
	This field is required *

5. Personax HR Lite >> Health & Safety >> Add Health Care Provider >> Name

Step	Action
(1)	Enter name of contact person for the health care provider
	This field is required *

6. Personax HR Lite >> Health & Safety >> Add Health Care Provider >> Address

Step	Action
(1)	Enter address of contact person for the health care provider
	This field is required *

7. Personax HR Lite >> Health & Safety >> Add Health Care Provider >> Notes

8. Personax HR Lite >> Health & Safety >> Add Health Care Provider >> Save

Step	Action
	You may click on the  button to clear all details entered
(1)	Click on the   button to save details of the newly added health care provider

9. Personax HR Lite >> Health & Safety >> Add Health Care Provider >> Notification

10. Personax HR Lite >> Health & Safety >> Health Care Provider >> Search

11. Personax HR Lite >> Health & Safety >> Health Care Provider >> Search Icon

Step	Action
(1)	Click on the  icon to search for provider

12. Personax HR Lite >> Health & Safety >> Health Care Provider >> Search Result

Step	Action
(1)	The search result details display in the grid
	The Action column consists of the Edit  and Delete   action icons

13. Personax HR Lite >> Health & Safety >> Health Care Provider >> Edit Icon

Step	Action
(1)	Click on the edit icon  to edit the health care provider
	You may click on the delete icon  to delete the provider

14. Personax HR Lite >> Health & Safety >> Edit Health Care Provider

15. Personax HR Lite >> Health & Safety >> Edit Health Care Provider >> Update

Step	Action
	You may click on the  button to revert changes made
(1)	Click on the  button to save the changes made

16. Personax HR Lite >> Health & Safety >> Edit Health Care Provider >> Notification

Health & Safety

How To Record An Accident Transaction

1. Personax HR Lite >> Homepage

2. Personax HR Lite >> Health & Safety

3. Personax HR Lite >> Health & Safety >> Accident Transaction

Step	Action
	The ‘Accident Transaction’ page opens
(1)	To add an accident record for an employee, enter employee name or ID in the search box
(2)	Click on the icon to search for employee

4. Personax HR Lite >> Health & Safety >> Add Accident Transaction

Step	Action
	The employee's name and previous accident record (if any) display in the grid
(1)	Click on button to add a new medical record for the employee

5. Personax HR Lite >> Health & Safety >> Add Accident Transaction >> Accident Type

Step	Action
	The ‘Add Accident Transaction’ modal opens
(1)	Select the type of accident from the dropdown options
	This field is required *

6. Personax HR Lite >> Health & Safety >> Add Accident Transaction >> Date of Accident

7. Personax HR Lite >> Health & Safety >> Add Accident Transaction >> Location of Accident

Step	Action
(1)	Enter location the accident occurred
	This field is required *

8. Personax HR Lite >> Health & Safety >> Add Accident Transaction >> Date Informed

Step	Action
(1)	Select the date the accident was reported
	This field is required *

9. Personax HR Lite >> Health & Safety >> Add Accident Transaction >> Remarks

Step	Action
(1)	Enter any additional info in the remarks section
	This field is required *

10. Personax HR Lite >> Health & Safety >> Add Accident Transaction >> Save

Step	Action
	You may click on the button to clear all details entered
(1)	Click on the button to save the newly added accident record for the employee

11. Personax HR Lite >> Health & Safety >> Add Accident Transaction >> Notification

Step	Action
(1)	A notification displays to indicate that the Accident transaction has been saved successfully
	The newly added Accident transaction info displays in the grid

Health & Safety

How To Record A Medical Transaction

1. PersonaX HR Lite >> Homepage

2. PersonaX HR Lite >> Health & Safety

3. PersonaX HR Lite >> Health & Safety >> Medical Transaction

Step	Action
	The ‘Medical Transaction’ page opens
(1)	To add a medical record for an employee, enter employee name or ID in the search box
(2)	Click on the icon to search for employee

4. PersonaX HR Lite >> Health & Safety >> Add Medical Transaction

Step	Action
	The employee's name and previous medical record (if any) display in the grid
(1)	Click on button to add a new medical record for the employee

5. PersonaX HR Lite >> Health & Safety >> Add Medical Transaction >> Ailment

Step	Action
	The ‘Add Medical Info’ modal opens
(1)	Select an ailment from the dropdown options
	This field is required *

6. PersonaX HR Lite >> Health & Safety >> Add Medical Transaction >> Healthcare provider

Step	Action
(1)	Select a healthcare provider
	This field is required *

7. PersonaX HR Lite >> Health & Safety >> Add Medical Transaction >> Date of Visit

Step	Action
(1)	Select the date of the visit to healthcare facility
	This field is required *

8. PersonaX HR Lite >> Health & Safety >> Add Medical Transaction >> Cost

Step	Action
(1)	Enter cost amount incurred
	This field is required *

9. PersonaX HR Lite >> Health & Safety >> Add Medical Transaction >> Remarks

Step	Action
(1)	Enter any additional info in the remarks section
	This field is required *

10. PersonaX HR Lite >> Health & Safety >>Add Medical Transaction >> Save

Step	Action
	You may click on the button to clear all details entered
(1)	Click on the button to save the newly added medical info for the employee

11. PersonaX HR Lite >> Health & Safety >>Add Medical Transaction

Step	Action
(1)	A notification displays to indicate that the medical transaction has been saved successfully
	The newly added medical transaction info displays in the grid

Others

How To Setup A Hobby

1. Personax HR Lite >> Homepage

2. Personax HR Lite >> Others

3. Personax HR Lite >> Others >> Hobby

Step	Action
	The 'Hobby' page opens
(1)	To setup a hobby, click on the   button

4. Personax HR Lite >> Others >> Add Hobby >> Name

Step	Action
	The ‘Add Hobby’ modal opens
(1)	Enter the name of the hobby
	This field is required *

5. Personax HR Lite >> Others >> Add Hobby >> Description

6. Personax HR Lite >> Others >> Add Hobby >> Status

Step	Action
(1)	You may click on the  button to change status of the earning to inactive
	- An active status means the hobby can be used in transactions on other pages - An inactive status means the hobby cannot be used in transactions on other pages

7. Personax HR Lite >> Others >> Add Hobby >> Save

Step	Action
	You may click on the  button to save details of the newly added hobby
(1)	Click on the  button to save details of the newly added hobby

8. Personax HR Lite >> Others >> Add Hobby >> Notification

9. Personax HR Lite >> Others >> Hobby >> Search

Step	Action
(1)	To edit a hobby, enter the name in the search box
	Click on the  icon to search

10. Personax HR Lite >> Others >> Hobby >> Search Result

Step	Action
	The search result details display in the grid
	The Action column consists of the Edit  and Delete   action icons

11. Personax HR Lite >> Other >> Hobby >> Edit Icon

Step	Action
	You may click on the delete icon  to delete the hobby
(1)	Click on the edit icon  to edit the hobby

12. Personax HR Lite >> Others >> Edit Hobby >> Edit

13. Personax HR Lite >> Others >> Edit Hobby >> Update

Step	Action
	You may click on the  button to revert changes made
(1)	Click on the  button to save the changes made

14. Personax HR Lite >> Others >> Edit Hobby >> Notification

Others

How To Record An Employee Hobby

1. Personax HR Lite >> Homepage

2. Personax HR Lite >> Others

3. Personax HR Lite >> Others >> Employee Hobby

4. Personax HR Lite >> Others >> Employee Hobby >> Add Hobby

Step	Action
	The employee's name and previous hobby record (if any) display in the grid
(1)	Click on the   button to add a hobby to the employee’s record

5. Personax HR Lite >> Others >> Employee Hobby >> Select Hobby

6. Personax HR Lite >> Others >> Employee Hobby >> Save Hobby

Step	Action
	You may click on the  button to clear all details entered
(1)	Click on the  button to save the newly added hobby of the employee

7. Personax HR Lite >> Others >> Add Employee Hobby >> Add

8. Personax HR Lite >> Others >> Employee Hobby >> Delete

Step	Action
	The newly added hobby displays in the grid
	You may click on the delete icon to delete a hobby from an employee’s record

Qualification & Skills

How To Setup An Education Core Area

1. Personax HR Lite >> Homepage

2. Personax HR Lite >> Qualification & Skills

3. Personax HR Lite >> Qualification and Skills >> Education Core Area

Step	Action
	The ‘Education Core Area’ page opens
(1)	To setup a education core area, click on the button

4. Personax HR Lite >> Qualification and Skills >> Add Education Core Area >> Name

Step	Action
	The ‘Add Education Core Area’ modal opens
(1)	Enter name of the education core area
	This field is required *

5. Personax HR Lite >> Qualification and Skills >> Add Education Core Area >> Description

6. Personax HR Lite >> Qualification and Skills >> Add Education Core Area >> Status

Step	Action
(1)	You may click on the button to change status of the education core areato inactive
	- An active status means the education core area can be used in transactions on other pages - An inactive status means the education core area cannot be used in transactions on other pages

7. Personax HR Lite >> Qualification and Skills >> Add Education Core Area >> Save

Step	Action
	You may click on the button to clear all details entered
(1)	Click on the button to save the newly added education core area

8. Personax HR Lite >> Qualification and Skills >> Add Education Core Area >> Notification

9. Personax HR Lite >> Qualification and Skills >> Edit Education Core Area >> Search

Step	Action
(1)	To edit an education core area, enter name in the search box
(2)	Click on the icon to search

10. Personax HR Lite >> Qualification and Skills >> Edit Education Core Area >> Search Result

Step	Action
	The search result details display in the grid
	The Action column consists of the Delete and Edit action icons

11. Personax HR Lite >> Qualification and Skills >> Edit Education Core Area >> Edit Icon

Step	Action
	You may click on the delete icon to delete the education core area
(1)	Click on the edit icon to edit the education core area

12. Personax HR Lite >> Qualification and Skills >> Edit Education Core Area >> Edit

13. Personax HR Lite >> Qualification and Skills >> Edit Education Core Area >> Update

Step	Action
	You may click on the button to revert changes made
(1)	Click on the update button to save the changes made

14. Personax HR Lite >> Qualification and Skills >> Edit Education Core Area >> Notification

Qualification & Skills

How To Setup A Language

1. Personax HR Lite >> Homepage

2. Personax HR Lite >> Qualification & Skills

3. Personax HR Lite >> Qualification and Skills >> Language

Step	Action
	The ‘Language’ page opens
(1)	To setup a language, click on the button

4. Personax HR Lite >> Qualification and Skills >> Add Language >> Name

Step	Action
	The ‘Add Language’ modal opens
(1)	Enter name of the language
	This field is required *

5. Personax HR Lite >> Qualification and Skills >> Add Language >> Description

6. Personax HR Lite >> Qualification and Skills >> Add Language >> Status

Step	Action
(1)	You may click on the button to change status of the languageto inactive
	- An active status means the language can be used in transactions on other pages - An inactive status means the language cannot be used in transactions on other pages

7. Personax HR Lite >> Qualification and Skills >> Add Language >> Save

Step	Action
	You may click on the button to clear all details entered
(1)	Click on the button to save the newly added language

8. Personax HR Lite >> Qualification and Skills >> Add Language >> Notification

9. Personax HR Lite >> Qualification & Skills >> Edit Language Setup >> Search

Step	Action
(1)	To edit a language setup, enter the language in the search box and click on the icon to search

10. Personax HR Lite >> Qualification and Skills >> Edit Language Setup >> Search Result

Step	Action
	The search result details display in the grid
	The Action column consists of the Delete and Edit action icons

11. Personax HR Lite >> Qualification and Skills >> Edit Language Setup >> Edit Icon

Step	Action
	You may click on the delete icon to delete the language
(1)	Click on the edit icon to edit the language

12. Personax HR Lite >> Qualification & Skills >> Edit Language Setup >> Edit

13. Personax HR Lite >> Qualification and Skills >> Edit Language Setup >> Update

Step	Action
	You may click on the button to revert changes made
(1)	Click on the update button to save the changes made

14. Personax HR Lite >> Qualification and Skills >> Edit Language Setup >> Update

Qualification & Skills

How To Setup A Professional Title

1. Personax HR Lite >> Homepage

2. Personax HR Lite >> Qualification & Skills

3. Personax HR Lite >> Qualification and Skills >> Professional Title

Step	Action
	The ‘Professional Title’ page opens
(1)	To setup a professional title, click on the button

4. Personax HR Lite >> Qualification & Skills >> Add Professional Title >> Name

Step	Action
	The ‘Add Professional Title’ modal opens
(1)	Enter name of the professional title
	This field is required *

5. Personax HR Lite >> Qualification & Skills >> Add Professional Title >> Description

6. Personax HR Lite >> Qualification and Skills >> Add Professional Title >> Status

Step	Action
(1)	You may click on the button to change status of the professional title to inactive
	- An active status means the professional title can be used in transactions on other pages - An inactive status means the professional title cannot be used in transactions on other pages

7. Personax HR Lite >> Qualification and Skills >> Add Professional Title >> Save

Step	Action
	You may click on the button to clear all details entered
(1)	Click on the button to save the newly added professional title

8. Personax HR Lite >> Qualification and Skills >> Add Professional Title >> Notification

9. Personax HR Lite >> Qualification and Skills >> Professional Title >> Search

Step	Action
(1)	To edit a professional title, enter name in the search box
(2)	Click on the icon to search

10. Personax HR Lite >> Qualification and Skills >> Professional Title >> Search Result

Step	Action
	The search result details display in the grid
	The Action column consists of the Delete and Edit action icons

11. Personax HR Lite >> Qualification and Skills >> Professional Title >> Edit

12. Personax HR Lite >> Qualification and Skills >> Edit Professional Title >> Update

Step	Action
	You may click on the button to revert changes made
(1)	Click on the button to save the changes made

13. Personax HR Lite >> Qualification and Skills >> Edit Professional Title >> Notification

Qualification & Skills

How To Setup A Qualification

1. Personax HR Lite >> Homepage

2. Personax HR Lite >> Qualification & Skills

3. Personax HR Lite >> Qualification and Skills >> Qualification

Step	Action
	The ‘Qualification’ page opens
(1)	To setup a qualification, click on the button

4. Personax HR Lite >> Qualification and Skills >> Add Qualification >> Name

Step	Action
	The ‘Add Qualification’ modal opens
(1)	Enter name of the qualification
	This field is required *

5. Personax HR Lite >> Qualification and Skills >> Add Qualification >> Description

6. Personax HR Lite >> Qualification and Skills >> Add Qualification >> Status

Step	Action
(1)	You may click on the button to change status of the qualification to inactive
	- An active status means the qualification can be used in transactions on other pages - An inactive status means the qualification cannot be used in transactions on other pages

7. Personax HR Lite >> Qualification and Skills >> Add Qualification >> Save

Step	Action
	You may click on the button to clear all details entered
(1)	Click on the button to save the newly added qualification

8. Personax HR Lite >> Qualification and Skills >> Add Qualification >> Notification

9. Personax HR Lite >> Qualification and Skills >> Qualification >> Search

Step	Action
(1)	To edit a qualification, enter name in the search box
(2)	Click on the icon to search

10. Personax HR Lite >> Qualification and Skills >> Qualification >> Search Result

Step	Action
	The search result details display in the grid
	The Action column consists of the Delete and Edit action icons

11. Personax HR Lite >> Qualification and Skills >> Qualification >> Search Result

Step	Action
	You may click on the delete icon to delete the qualification
(1)	Click on the edit icon to edit the qualification

12. Personax HR Lite >> Qualification and Skills >> Edit Qualification >> Edit

13. Personax HR Lite >> Qualification and Skills >> Edit Qualification >> Update

Step	Action
	You may click on the button to revert changes made
(1)	Click on the update button to save the changes made

14. Personax HR Lite >> Qualification and Skills >> Edit Qualification >> Update

Qualification & Skills

How To Setup A Skill

1. Personax HR Lite >> Homepage

2. Personax HR Lite >> Qualification and Skills

3. Personax HR Lite >> Qualification and Skills >> Skill

Step	Action
	The ‘Skill Setup’ page opens
(1)	To setup a skill, click on the   button

4. Personax HR Lite >> Qualification and Skills >> Add Skill>> Name

Step	Action
	The ‘Add Skill' modal opens
(1)	Enter the name of the skill
	This field is required *

5. Personax HR Lite >> Qualification and Skills >> Add Skill>> Description

6. Personax HR Lite >> Qualification and Skills >> Add Skill>> Status

Step	Action
(1)	You may click on the  button to change status of the skill to inactive
	- An active status means the skill can be used in transactions on other pages - An inactive status means the skill cannot be used in transactions on other pages

7. Personax HR Lite >> Qualification and Skills >> Add Skill>> Save

Step	Action
	You may click on the  button to revert changes made
(1)	Click on the  button to save the changes made

8. Personax HR Lite >> Qualification & Skills >> Add Skill >> Notification

9. Personax HR Lite >> Qualification & Skills >> Skill >> Search

Step	Action
(1)	To edit a skill, enter skill name in the search box
(2)	Click on the  icon to search

10. Personax HR Lite >> Qualification & Skills >> Skill >> Search Result

Step	Action
	The search result details display in the grid
	The Action column consists of the Edit  and Delete   action icons

11. Personax HR Lite >> Qualification & Skills >> Skill >> Edit Icon

Step	Action
	You may click on the delete icon  to delete the skill
(1)	Click on the edit icon  to edit the skill

12. Personax HR Lite >> Qualification & Skills >> Edit Skill>> Edit

13. Personax HR Lite >> Qualification & Skills >> Edit Skill >> Update

Step	Action
	You may click on the  button to revert changes made
(1)	Click on the  button to save the changes made

14. Personax HR Lite >> Qualification & Skills >> Edit Skill >> Update

Qualification & Skills

How To Setup A Training Program

1. Personax HR Lite >> Homepage

2. Personax HR Lite >> Qualification & Skills

3. Personax HR Lite >> Qualification and Skills >> Training Program

Step	Action
	The ‘Training Program’ page opens
(1)	To setup a training program, click on the button

4. Personax HR Lite >> Qualification & Skills >> Add Training Program >> Name

Step	Action
	The ‘Add Training Program’ modal opens
(1)	Enter name of the training program
	This field is required *

5. Personax HR Lite >> Qualification & Skills >> Add Training Program >> Description

6. Personax HR Lite >> Qualification & Skills >> Add Training Program >> Status

Step	Action
(1)	You may click on the button to change status of the training program to inactive
	- An active status means the training program can be used in transactions on other pages - An inactive status means the training program cannot be used in transactions on other pages

7. Personax HR Lite >> Qualification & Skills >> Add Training Program >> Save

Step	Action
	You may click on the button to clear all details entered
(1)	Click on the button to save the newly added training program

8. Personax HR Lite >> Qualification & Skills >> Add Training Program >> Notification

9. Personax HR Lite >> Qualification & Skills >> Edit Training Program >> Search

Step	Action
(1)	To edit a training program, enter name in the search box
(2)	Click on the icon to search

10. Personax HR Lite >> Qualification & Skills >> Edit Training Program >> Search Result

Step	Action
	The search result details display in the grid
	The Action column consists of the Delete and Edit action icons

11. Personax HR Lite >> Qualification & Skills >> Edit Training Program >> Edit Icon

Step	Action
	You may click on the delete icon to delete the training program
(1)	Click on the edit icon to edit the training program

12. Personax HR Lite >> Qualification & Skills >> Edit Training Program >> Edit

13. Personax HR Lite >> Qualification & Skills >> Edit Training Program >> Update

Step	Action
	You may click on the button to revert changes made
(1)	Click on the update button to save the changes made

14. Personax HR Lite >> Qualification & Skills >> Edit Training Program >> Update

Qualification & Skills

How To Setup A Training Result

1. Personax HR Lite >> Homepage

2. Personax HR Lite >> Qualification & Skills

3. Personax HR Lite >> Qualification and Skills >> Training Result

Step	Action
	The ‘Training Result’ page opens
(1)	To setup a training result, click on the button

4. Personax HR Lite >> Qualification and Skills >> Add Training Result >> Name

Step	Action
	The ‘Add Training Result’ modal opens
(1)	Enter name of the training result
	This field is required *

5. Personax HR Lite >> Qualification and Skills >> Add Training Result >> Description

6. Personax HR Lite >> Qualification and Skills >> Add Training Result >> Status

Step	Action
(1)	You may click on the button to change status of the training resultto inactive
	- An active status means the training result can be used in transactions on other pages - An inactive status means the training result cannot be used in transactions on other pages

7. Personax HR Lite >> Qualification and Skills >> Add Training Result >> Save

Step	Action
	You may click on the button to clear all details entered
(1)	Click on the button to save the newly added training result

8. Personax HR Lite >> Qualification and Skills >> Add Training Result >> Notification

9. Personax HR Lite >> Qualification and Skills >> Training Result >> Search

Step	Action
(1)	To edit a training result, enter name in the search box
(2)	Click on the icon to search

10. Personax HR Lite >> Qualification and Skills >> Training Result >> Search Result

Step	Action
	The search result details display in the grid
	The Action column consists of the Delete and Edit action icons

11. Personax HR Lite >> Qualification and Skills >> Training Result >> Edit Icon

Step	Action
	You may click on the delete icon to delete the training result
(1)	Click on the edit icon to edit the training result

12. Personax HR Lite >> Qualification and Skills >> Edit Training Result >> Update

Step	Action
	You may click on the button to revert changes made
(1)	Click on the update button to save the changes made

13. Personax HR Lite >> Qualification and Skills >> Edit Training Result >> Update

Qualification & Skills

How To Record Employee Education

1. Personax HR Lite >> Homepage

2. Personax HR Lite >> Qualification & Skills

3. Personax HR Lite >> Qualification & Skills >> Search

Step	Action
	The ‘Employee Education’ page opens
(1)	To add an employee’s educational details, enter the employee’s name or ID in the search box
(2)	Click on the  icon to search for employee

4. Personax HR Lite >> Qualification & Skills >> Employee Education

Step	Action
	The employee's name and previous educational records (if any) display in the grid
(1)	Click on the button to add new education details to employee’s record

5. Personax HR Lite >> Qualification & Skills >> Add Employee Education >> School

Step	Action
	The 'Add Education Details' modal opens
(1)	Enter name of the school
	This field is required *

6. Personax HR Lite >> Qualification & Skills >> Add Employee Education >> Start Date

Step	Action
(1)	Select the start date of education
	This field is required *

7. Personax HR Lite >> Qualification & Skills >> Add Employee Education >> End Date

Step	Action
(1)	Select the date of completion of education
	This field is required *

8. Personax HR Lite >> Qualification & Skills >> Add Employee Education >> Qualification

Step	Action
(1)	Select the educational qualification from the dropdown options
	This field is required *

9. Personax HR Lite >> Qualification & Skills >> Add Employee Education >> Core Area

Step	Action
(1)	Select the core area or subject from the dropdown options
	This field is required *

10. Personax HR Lite >> Qualification & Skills >> Add Employee Education >> Professional Title

Step	Action
(1)	Select the employee’s professional title from the dropdown options
	This field is required *

11. Personax HR Lite >> Qualification & Skills >> Add Employee Education >> Grade

Step	Action
(1)	Enter final grade or GPA equivalent
	This field is required *

12. Personax HR Lite >> Qualification & Skills >> Add Employee Education >> Notes

13. Personax HR Lite >> Qualification & Skills >> Add Employee Education >> Save

Step	Action
	You may click on the  button to clear all details entered
(1)	Click on the  button to save the newly added education record

14. Personax HR Lite >> Qualification & Skills >> Add Employee Education >> Notification

Step	Action
(1)	A notification displays to indicate that the education details have been saved successfully
	The newly added educational record displays in the grid

Qualification & Skills

How To Add A Language To Employee’s Record

1. Personax HR Lite >> Homepage

2. Personax HR Lite >> Qualification & Skills

3. Personax HR Lite >> Qualification and Skills >> Employee Language

4. Personax HR Lite >> Qualification and Skills >> Employee Language >> Add Language

Step	Action
	The employee's name and previous language record(if any) display in the grid
(1)	Click on the button to add a language to employee's record

5. Personax HR Lite >> Qualification and Skills >> Add Language >> Select Language

Step	Action
	The 'Add Language' modal opens
(1)	Select a language from the dropdown options
	This field is required *

6. Personax HR Lite >> Qualification and Skills >> Add Language >> Reading Proficiency

Step	Action
(1)	Select the employee's reading proficiency for the language
	This field is required *

7. Personax HR Lite >> Qualification and Skills >> Add Language >> Speaking Proficiency

Step	Action
(1)	Select the employee's speaking proficiency for the language
	This field is required *

8. Personax HR Lite >> Qualification and Skills >> Add Language >> Writing Proficiency

Step	Action
(1)	Select the employee's writing proficiency for the language
	This field is required *

9. Personax HR Lite >> Qualification and Skills >> Add Language >> Save

Step	Action
	You may click on the button to clear all details entered
(1)	Click on the button to save language to employee's record

10. Personax HR Lite >> Qualification and Skills >> Add Language>> Notification

11. Personax HR Lite >> Qualification and Skills >> Employee Language >> Delete

Step	Action
	The newly added language displays in the grid
(1)	You may click on the delete icon to delete a language from an employee’s record

Qualification & Skills

How To Record An Employee Skill

1. Personax HR Lite >> Homepage

2. Personax HR Lite >> Qualification & Skills

3. Personax HR Lite >> Qualification & Skills >> Employee Skill >> Search

4. Personax HR Lite >> Qualification & Skills >> Employee Skill >> Add Button

Step	Action
	The employee's name and previously added skill (if any) display in the grid
(1)	Click on the button to add a new skill to the employee’s record

5. Personax HR Lite >> Qualification & Skills >> Add Skill >> Skill

6. Personax HR Lite >> Qualification & Skills >> Add Skill >> Notes

7. Personax HR Lite >> Qualification & Skills >> Add Skill >> Add

Step	Action
	You may click on the button to clear all details entered
(1)	Click on the button to save the newly added employee skill

8. Personax Lite >> Qualification & Skills >> Add Skill >> Notification

Step	Action
(1)	A notification displays to indicate that the employee skill has been saved successfully
	The newly added employee skill displays in the grid

9. Personax HR Lite >> Qualification & Skills >> Add Employee Education >> Core Area

Step	Action
(1)	You may click on the delete icon to delete a skill

Qualification & Skills

How To Add Employees To A Training Program

1. Personax HR Lite >> Homepage

2. Personax HR Lite >> Qualification & Skills

3. Personax HR Lite >> Qualification & Skills >>Employee Training >> Program

Step	Action
	The ‘Employee Training’ page opens
(1)	To add employees to a training program, select the training program from the dropdown options
	This field is required *

4. Personax HR Lite >> Qualification & Skills >>Employee Training >> Start Date

Step	Action
(1)	Select the training start date from the calendar
	This field is required *

5. Personax HR Lite >> Qualification & Skills >>Employee Training >> End Date

Step	Action
(1)	Select the end date of the training program
	This field is required *

6. Personax HR Lite >> Qualification & Skills >>Employee Training >> Participants

Step	Action
(1)	Click on the   button to add participants to the training

7. Personax HR Lite >> Qualification & Skills >>Employee Training >> Search

8. Personax HR Lite >> Qualification & Skills >>Employee Training >> Add

Step	Action
(1)	Click on the   to add the employee to the training participant grid
	Repeat steps 7 and 8 to add all training participants

9. Personax HR Lite >> Qualification & Skills >>Employee Training >> Close

Step	Action
(1)	Click on the close icon  after adding employees/participants

10. Personax HR Lite >> Qualification & Skills >>Employee Training >> Delete Icon

Step	Action
	The added participant’s details display in the grid
(1)	You may click on the delete icon to delete a participant

11. Personax HR Lite >> Qualification & Skills >>Employee Training >> Save

Step	Action
(1)	Click on the button to save the list of participants to the training program

12. Personax HR Lite >> Qualification & Skills >>Employee Training >> Notification

Relationships

How To Setup A Relation

1. Personax HR Lite >> Homepage

2. Personax HR Lite >> Relatioinships

3. Personax HR Lite >> Relationships >> Relation Setup

Step	Action
	The ‘Relation Setup’ page opens
(1)	To setup a relation, click on the button

4. Personax HR Lite >> Relationships >> Add Relation Setup >> Name

Step	Action
	The ‘Add Relation Setup’ modal opens
(1)	Enter name of the relation type
	This field is required *

5. Personax HR Lite >> Relationships >> Add Relation Setup >> Description

6. Personax HR Lite >> Relationships >> Add Relation Setup >> Status

Step	Action
(1)	You may click on the button to change status of the relation to inactive
	- An active status means the relation type can be used in transactions on other pages - An inactive status means the relation type cannot be used in transactions on other pages

7. Personax HR Lite >> Relationships >> Add Relation Setup >> Save

Step	Action
	You may click on the button to clear all details entered
(1)	Click on the button to save the newly added relation

8. Personax HR Lite >> Relationships >> Add Relation Setup >> Notification

9. Personax HR Lite >> Relationships >> Edit Relation Setup >> Search

Step	Action
(1)	To edit a relation setup, enter the relation name in the search box and click on the icon to search

10. Personax HR Lite >> Relationships >> Edit Relation Setup >> Search Result

Step	Action
	The search result details display in the grid
	The Action column consists of the Delete and Edit action icons

11. Personax HR Lite >> Relationships >> Edit Relation Setup >> Edit Icon

Step	Action
	You may click on the delete icon to delete the relation
(1)	Click on the edit icon to edit the relation

12. Personax HR Lite >> Relationships >> Edit Relationships Setup >> Edit

13. Personax HR Lite >> Relationships >> Edit Relation Setup >> Update

Step	Action
	You may click on the button to revert changes made
(1)	Click on the button to save the changes made

14. Personax HR Lite >> Relationships >> Edit Relation Setup >> Notification

Relationships

How To Add An Employee Beneficiary

1. Personax HR Lite >> Homepage

2. Personax HR Lite >> Relationships

3. Personax HR Lite >> Relationships >> Beneficiary

4. Personax HR Lite >> Relationships >> Add Beneficiary

Step	Action
	The Employee’s name and beneficiary percentage allocation left display
	Previously added beneficiary details display in the grid (if any)
(1)	Click on the button to add a beneficiary to the employee’s record

5. Personax HR Lite >> Relationships >> Add Beneficiary >> Beneficiary Details

Step	Action
	The ‘Add Beneficiary Details’ modal opens
(1)	Provide the following details of the beneficiary: First Name Last Name Relation Percentage Address
	All fields are required *

6. Personax HR Lite >> Relationships >> Add Beneficiary >> Add Button

Step	Action
	You may click on the button to clear all details entered
(1)	Click on the button to add the beneficiary details to employee’s record

7. Personax HR Lite >> Relationships >> Add Beneficiary >> Percentages

Step	Action
	The beneficiary percentages must add up to 100% before the details can be saved

8. Personax HR Lite >> Relationships >> Add Beneficiary >> Save

Step	Action
	You may click on the button to delete all beneficiary details from the grid
	You may click on the delete icon to delete a beneficiary
(1)	Click on the button to save the employee’s beneficiary details

9. Personax HR Lite >> Relationships >> Add Beneficiary >> Notification

Relationships

How To Add A Dependent To An Employee’s Record

1. Personax HR Lite >> Homepage

2. Personax HR Lite >> Relatioinships

3. Personax HR Lite >> Relationships >> Dependent >> Employee ID

4. Personax HR Lite >> Relationships >> Dependant >> Add Button

Step	Action
	The employee's name and the previously added dependents (if any) display
(1)	Click on the button to add a new dependent to the employee’s record

5. Personax HR Lite >> Relationships >> Add Dependent >> First Name

Step	Action
	The 'Add Dependent Details' modal opens
(1)	Enter Dependent's first name
	This field is required *

6. Personax HR Lite >> Relationships >> Add Dependent >> Last Name

Step	Action
(1)	Enter dependent's last name
	This field is required *

7. Personax HR Lite >> Relationships >> Add Dependent >> Relation

Step	Action
(1)	Select the dependant’s relation to the employee from the dropdown options
	This field is required *

8. Personax HR Lite >> Relationships >> Add Dependent >> Date Of Birth

Step	Action
(1)	Select the dependent's date of birth from the dropdown calendar
	This field is required *

9. Personax HR Lite >> Relationships >> Add Dependent >> Address

Step	Action
(1)	Provide the dependent's residential or postal address
	This field is required *

10. Personax HR Lite >> Relationships >> Add Dependant >> Nationality

Step	Action
(1)	Select the dependent's nationality from the dropdown list
	This field is required *

11. Personax HR Lite >> Relationships >> Add Dependant >> ID Type

Step	Action
(1)	Select an ID type for the dependent
	This field is required *

12. Personax HR Lite >> Relationships >> Add Dependent >> ID Number

Step	Action
(1)	Enter the ID number
	This field is required *

13. Personax HR Lite >> Relationships >> Add Dependent >> Expiry Date

Step	Action
(1)	Provide the expiry date of the selected ID type for dependent
	This field is required *

14. Personax HR Lite >> Relationships >> Edit Dependent >> Save

Step	Action
	You may click on the button to clear all details entered
(1)	Click on the button to save details of the newly added employee dependent

15. Personax HR Lite >> Relationships >> Add Dependent >> Notification

16. Personax HR Lite >> Relationships >> Dependent >> Search

17. Personax HR Lite >> Relationships >> Dependent >> Delete

Step	Action
	The search result details display in the grid
(1)	You may click on the delete icon to delete the employee's dependent record
(2)	Click on the view icon to view the dependent's details

18. Personax HR Lite >> Relationships >> Dependent >> Preview

Step	Action
	A modal opens to preview dependent’s details
(1)	Click on the icon to close modal

Relationships

How To Add An Emergency Contact To An Employee’s Record

1. Personax HR Lite >> Homepage

2. Personax HR Lite >> Relatioinships

3. Personax HR Lite >> Relationships >> Emergency Contact >> Employee ID

4. Personax HR Lite >> Relationships >> Emergency Contact >> Notification

Step	Action
	Previously added emergency contact details of the employee (if any) display in the grid
(1)	A notification displays if no emergency contact details exist for the employee

5. Personax HR Lite >> Relationships >> Emergency Contact >> Add Button

Step	Action
(1)	Click on the button to add an emergency contact to the employee's record
	Only 2 emergency contacts can be added per employee

6. Personax HR Lite >> Relationships >> Add Emergency Contact >> Name

Step	Action
	The 'Add Emergency Contact' modal opens
(1)	Enter the name of the emergency contact
	This field is required *

7. Personax HR Lite >> Relationships >> Add Emergency Contact >> Email

8. Personax HR Lite >> Relationships >> Add Emergency Contact >> Phone Number

Step	Action
(1)	Provide the emergency contact's phone number
	This field is required *

9. Personax HR Lite >> Relationships >> Add Emergency Contact >> Phone Number

Step	Action
(1)	Enter the postal or residential address of the emergency contact
	This field is required *

10. Personax HR Lite >> Relationships >> Add Emergency Contact >> Save

Step	Action
(1)	You may click on the 'Clear' button to clear all details entered
(2)	Clivck on the button to save the emergency contact's details

11. Personax HR Lite >> Relationships >> Add Emergency Contact >> Notification

12. Personax HR Lite >> Relationships >> Emergency Contact >> Contact Tabs

13. Personax HR Lite >> Relationships >> Edit Relation Setup >> Update

Step	Action
(1)	You may click on the button to revert changes made
(2)	Click on the update button to save the changes made

14. Personax HR Lite >> Relationships >> Emergency Contact >> Edit Details

Step	Action
	A modal opens to edit the emergency contact's details
	Edit the name, email, phone and/or address of the emergency contact

15. Personax HR Lite >> Relationships >> Edit Emergency Contact >> Update

Step	Action
(1)	Click on the 'Undo' button to revert all changes made
(2)	Click on the button to save the changes made

16. Personax HR Lite >> Relationships >> Edit Emergency Contact >> Notification

Relationships

How To Add A Guarantor To An Employee’s Record

1. Personax HR Lite >> Homepage

2. Personax HR Lite >> Relatioinships

3. Personax HR Lite >> Relationships >> Guarantor >> Employee Name/ID

4. Personax HR Lite >> Relationships >> Guarantor >> Notification

5. Personax HR Lite >> Relationships >> Guarantor >> Add Button

Step	Action
(1)	Click on the button to add a guarantor to the employee's record
	Only two guarantors can be added per employee

6. Personax HR Lite >> Relationships >> Add Guarantor >> Name

Step	Action
	The 'Add Guarantor' modal opens
(1)	Enter the name of the guarantor
	This field is required *

7. Personax HR Lite >> Relationships >> Add Guarantor >> Email

8. Personax HR Lite >> Relationships >> Add Relation Setup >> Notification

Step	Action
(1)	Provide the guarantor's phone number
	This field is required *

9. Personax HR Lite >> Relationships >> Add Guarantor >> Occupation

Step	Action
(1)	Enter the guarantor's occupation
	This field is required *

10. Personax HR Lite >> Relationships >> Add Guarantor >> Nationality

Step	Action
(1)	Select the guarantor's nationality from the dropdown list
	This field is required *

11. Personax HR Lite >> Relationships >> Add Guarantor >> Relation

Step	Action
(1)	Select the guarantor's relation to the employee from the dropdown options
	This field is required *

12. Personax HR Lite >> Relationships >> Add Guarantor >> Address

Step	Action
(1)	Enter the postal or residential address of the guarantor
	This field is required *

13. Personax HR Lite >> Relationships >> Add Guarantor >>Save

Step	Action
(1)	You may click on the 'Clear' button to clear all details entered
(2)	Click on button to save the details of the newly added guarantor

14. Personax HR Lite >> Relationships >> Add Guarantor >> Notification

15. Personax HR Lite >> Relationships >> Guarantor >> Details

16. Personax HR Lite >> Relationships >> Guarantor >> Edit Guarantor

17. Personax HR Lite >> Relationships >> Guarantor >> Edit

Step	Action
	A modal opens to edit the guarantor's details
	Edit the details of the guarantor

18. Personax HR Lite >> Relationships >> Guarantor >> Edit

Step	Action
(1)	You may click on the 'Undo' button to revert all changes made
(1)	Click on the button to save the changes made

19. Personax HR Lite >> Relationships >> Guarantor >> Edit

Relationships

How To Add Next of Kin To An Employee’s Record

1. Personax HR Lite >> Homepage

2. Personax HR Lite >> Relatioinships

3. Personax HR Lite >> Relationships >> Next of Kin >> Employee Name/ID

Step	Action
	The 'Next of Kin' page opens
(1)	To add a next of kin to an employee's record, search for the employee by name or ID
	This field is required *

4. Personax HR Lite >> Relationships >> Next of Kin >> Notification

Step	Action
	Previously added next of kin details for the employee display in the grid (if any)
(1)	A notification displays if no next of kin details exist for the employee

5. Personax HR Lite >> Relationships >> Add Relation Setup >> Description

Step	Action
(1)	Click on the button to add a next of kin to the employee's record
	Only 1 next of kin can be added per employee

6. Personax HR Lite >> Relationships >> Add Next of Kin >> Name

Step	Action
	The 'Add Next Of Kin' modal opens
(1)	Enter the name of the next of kin
	This field is required *

7. Personax HR Lite >> Relationships >> Add Next of Kin >> Email

8. Personax HR Lite >> Relationships >> Add Next of Kin >> Relation

Step	Action
(1)	Select the next of kin's relation to the employee from the dropdown options
	This field is required *

9. Personax HR Lite >> Relationships >> Add Next of Kin >> Phone Number

Step	Action
(1)	Provide the next of kin's phone number
	This field is required *
	Enter an additional phone number in the ‘Other Phone’ field if any

10. Personax HR Lite >> Relationships >> Add Next of Kin >> Address

Step	Action
(1)	Enter the postal or residential address of the next of kin
	This field is required *

11. Personax HR Lite >> Relationships >> Add Next of Kin >> Save

Step	Action
(1)	You may click on the 'Clear' button to clear all details entered
(2)	Click on the button to save the details of the newly added next of kin

12. Personax HR Lite >> Relationships >> Add Next of Kin >> Notification

13. Personax HR Lite >> Relationships >> Next of Kin >> Edit Icon

Step	Action
	The next of kin's details display in the grid
(1)	You may click on the button to delete the next of kin's record
(2)	To edit the next of kin's details, click on the button

14. Personax HR Lite >> Relationships >> Edit Next of Kin >> Edit

Step	Action
	A modal opens to edit the next of kin's details
	Edit the details of the next of kin

15. Personax HR Lite >> Relationships >> Edit Next of Kin >> Update

Step	Action
(1)	You may click on the 'Undo' button to revert changes made
(2)	click on the button to save the changes made

16. Personax HR Lite >> Relationships >> Edit Next of Kin >> Notification

Reports

How To Preview A Report

1. Personax HR Lite >> Homepage

2. Personax HR Lite >> Report >> Report Type

3. Personax HR Lite >> Report >> Report Name

4. Personax HR Lite >> Report >> Sort

5. Personax HR Lite >> Report >> Sort

Step	Action
(1)	Check box to view all available categories on the report
	OR: Click here to view alternative
	Click here to continue steps

6. Personax HR Lite >> Report >> Sort

7. PersonaX HR Lite >> Report >> Preview

Step	Action
(1)	Click on the button to open report

8. PersonaX HR Lite >> Report >> Open Report